Banking

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With monthly wages I can easily MATCH my bank transaction with the journal entry automatically created from payroll. Im struggling however with the HMRC liabilities. Each month I have various HMRC liabilities for two employees (PAYE, NI etc). We make a single QUARTERLY HMRC payments to cover these liabilities thus I have multiple journal entries which Im trying to match to a single bank transaction. Is this possible?  

So yesterday i amended my opening balance in Quickbooks and both quickbooks and banking figures matched. However today after matching pdq payments and adding supplier expenses the figures once again don't match - please help!

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At import stage, I get the red exclamation mark and no date is shown. Have tried with .txt and .CSV formats and there are no extraneous characters in the file. Any suggestions welcome.

It's now 53 days since we were last able to update our transactions via our bank connection to HSBC and way longer than that since our savings accounts were connected.  Whilst we appreciate this is something the HSBC engineers need to fix surely QB can bring some pressure to bear here.  In this COVID situation cash flow is king and the hassle of uploading manual transactions the whole time is really admin intensive.  Please can you update us on when this is likely to be fixed as we're paying for a service that isn't working properly.  We're very clearly not QB Online.

I no longer use a bank account and its not been used for over 15 months how can i delete it from quick books account

Hi, I am new to quickbooks and am wanting to use it as a quick and easy way to record transactions, particularly for VAT.I normally transfer an amount of money from my business account to my personal account every week, and then at the end of the year I work out how much of this is a dividend, wage or personal renumeration with my accountant.In the meeantime, how do I record these transfers on quickbooks?Can I put them down as a 'transfer to directors current account'? Or is that the wrong catergory? Many thanks

When searching by date for a transaction to match a receipt by, in the date box I type the date and it says Invalid Date.  Why is this? and It won't find the transaction I want to match it with.

The beginning transactions are missing making my accoubts incomplete

Hi- pretty new to QB. I've connected my bank however stupidly didn't take note of the start date to bring banking transactions in from until I'd clicked download.  Is there anyway I can take the start date further back without redoing all the matched transactions for the past year? The bank account has been open for two years, however I'm certain the first year hasn't been included as I haven't seen all of the transactions

Hi, quickbooks told me to refresh banking, after spending all last night and tonight imputing receipts ect and categorizing, i did what it asked and refreshed bank and paypal, now everything i have imputted ie reciepts and categorized has vanished and now i have to start all over again with everything uncategorized and attaching recipts again. please help i am losing the will to live

So the details are he made a purchase for £84.99 the money came out of the bank. He then returned the item and exchanged it for another item only worth £39.49, the remaining money £45.50 was refunded into the bank. I can not think how to treat this in quickbooks so it all marries up and I can still reconcile the bank. I have tried to add it as a bill and put the supplier credit of £45.50 to it but then this leaves £39.49 to pay and the bank is out by £84.99. It is really confusing me. Many Thanks

eg it has put some garage work down as advertising!

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banking history start date

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We have just got an I Zettle machine and received our first payment.Obviously the payment to the bank is less than the invoice total.How can I reconcile this?  At the moment the bank account is not connected to Quickbooks.Thank you for any help

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Has anybody managed to link a Vanquis credit card to their quickbooks account?

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I am trying to link a joint Barclays account to my quickbooks onlineit comes up with message saying it will contact other user ie wife on account who contacts and how? Been trying to sort for weeks and the other person never uses online banking so have no idea how they are trying to contactis there a work around? 

I am trying to use an unused current account as a Simple business account, but I can’t link this to my QuickBooks for some reason :/